# Compare Wrike vs Levitate 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Wrike and Levitate based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/76113-211147/Wrike-vs-Levitate --- # Wrike vs Levitate Features and Cost Comparison Last updated April 7th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: WrikeLevitate2/4 selected [Wrike](https://www.capterra.com/p/76113/Wrike/)[4.4 (2,988)](https://www.capterra.com/p/76113/Wrike/reviews/) [Levitate](https://www.capterra.com/p/211147/Levitate/)[4.8 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) [## Wrike](https://www.capterra.com/p/76113/Wrike/)[4.4 (2,988)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting Price $10.00/month Value-for-Money 4.2 Functionality 4.3 Ease of Use 4.2 Customer Service 4.3 Reviews Sentiment Based on [2,988 reviews](#user-reviews) Positive 2,671 Neutral 222 Negative 95 [## Levitate](https://www.capterra.com/p/211147/Levitate/)[4.8 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) Starting Price $349.00/month Value-for-Money 4.6 Functionality 4.7 Ease of Use 4.8 Customer Service 4.9 Reviews Sentiment Based on [333 reviews](#user-reviews) Positive 325 Neutral 5 Negative 3 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Key features rated by users Features selected based on 36,574 reviews from project management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 82%Fit High performer Feature ratings Task Management 4.6 Multiple Projects 4.5 Project Planning/Scheduling 4.5 Commenting/Notes 4.6 Workflow Management 4.4 \--%Fit Missing features Not enough reviews Feature ratings Task Management NA Multiple Projects NA Project Planning/Scheduling NA Commenting/Notes NA Workflow Management \-- User satisfaction User satisfaction 4.4 User reviews[2,988](https://www.capterra.com/p/76113/Wrike/reviews/) Ease of use 4.2 Functionality 4.3 Value for money 4.2 Customer support 4.3 User satisfaction 4.8 User reviews[333](https://www.capterra.com/p/211147/Levitate/reviews/) Ease of use 4.8 Functionality 4.7 Value for money 4.6 Customer support 4.9 Price starts from Price starts from $10Per User, Per Month - Free version - Free trial Price starts from $349Flat Rate, Per Month - Free version - Free trial Best for Best for Marketing, creative, product management, client services, IT, operations, HR, legal, finance, tech, consumer goods, manufacturing, professional services, healthcare, education, media, entertainment. Best for Small and medium-sized businesses that rely on relationships and word-of-mouth marketing. ## User reviews Pros & cons TF Thiago F. Head of Client Service > "It is a robust platform that helps centralize project management, improve workflow visibility, and keep teams aligned across multiple demands and deadlines." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7132584) DS Daniel S. Manager, Marketing Technology > "The high cost of learning wrike, with the intricacies of blueprints, automations, workflows, rules, and then people coming/going from an organization causes a massive amount of learning..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7137880) SF Sarah F. Marketing Technologist > "We demoed over 10 PM tools from Basecamp to Monday to Asana to Workzone and Wrike won with it's attention to custom field management, flexible request forms, and sophisticated..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7135551) MO Mabel O. Events Marketing Coordinator > "I’ve also run into occasional bugs and issues—nothing catastrophic, but enough small glitches or odd behaviors to interrupt my flow. And while the platform is powerful, that power comes..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134508) ER Evan R. Marketing Coordinator > "Great project management tool that allows my team to work efficiently towards a common goal and remain updated with the latest edits or approvals through the status feature" [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7149712) JD John D. VP, Customer Engagement > "The interface, while powerful, can feel cluttered when many projects and automations are in play, and performance can sometimes lag with very large data sets." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7136781) OW Ojaswini W. Software Developer > "Switching between List, Board, Table, and Gantt views is seamless, and the ability to customize dashboards and spaces ensures that I can focus on the most relevant information." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7143991) SB Serena B. Marketing Associate > "I'm not sure why I get projects from closer to 2020. Or if I search for a series of words, it will single out projects with a single word from my search rather than all of the keywords..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134366) LP Lauren P. VP, Sea Production > "It’s not a plug‑and‑play tool, but once workflows, fields, and dashboards are set up correctly, it becomes a reliable central hub for managing tasks, timelines, and collaboration. While..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134514) KH Kevin H. Director of Systems - On-Site Activities > "I have noticed that some implemented changes by Wrike seem to overwrite my custom settings and changes how the Space or particular screen and tree view are shown, though I did not make a..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134704) MW Michael W. Director of Web and Organic Search > "I love the integrations and the flexibility of how you can present the different task items for example for one board we use just a standard table view, but for my testing board, I use a..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134607) SS Sally S. Senior Marketing Operations Associate > "Perhaps it would be easier if we used the time-tracking feature, however, that is a level of oversight we would prefer not to utilize. And manually updating the amount of time overdue..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134286) PB Paula B. Growth Brands Design Leader > "The platform is flexible enough to adapt to different processes, and features like automation, dashboards, and request forms have made a real impact on our efficiency." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7148263) SS Suzanne S. Marketing Project Manager > "There's no sort of filter option on the automations (besides date and owner), making it difficult to find a specific one - no name filter and I have to open the automation to see the..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7034515) LP Lauren P. VP, Sea Production > "Wrike’s integrations are also a big win; being able to connect it to tools like Outlook, Teams, Box keep communication and files tied directly to the work." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134514) MM Molly M. Marketing Specialist > "Sometimes the interface loads slowly, causing me to have to refresh my project page several times to access what I need." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134624) AH Ayesha H. IT Project Coordinator > "It supports seamless collaboration across teams, departments, and even between companies, making it a flexible tool for interdepartmental and intercompany work." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7145796) GY George Y. Copywriter > "Performance can lag on large workspaces, and occasional UI quirks—like slow loading or inconsistent notifications—can interrupt momentum." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7137291) VR Verified Reviewer Senior Project Specialist > "It has all the necessary tools to successfully manage our projects by gathering all the communication in one place and logging the time spent on a project." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7088933) SS Sally S. Senior Marketing Operations Associate > "The fact that you list Task Tracking as a considered topic, but figuring out a way to track that information in an Enterprise account is not at all user-friendly." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134286) SF Sarah F. Marketing Technologist > "We've also had great partnership with their customer success team, helping us auto-migrate work from Asana when another team came onboard to our instance, and helping build out a global..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7135551) MO Mabel O. Events Marketing Coordinator > "The interface can feel cluttered at times, and navigating between spaces or views sometimes slows me down rather than speeding things up." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134508) OW Ojaswini W. Software Developer > "Being able to leave feedback directly on tasks, images, and files keeps communication clear and contextual, while the built-in approval workflows significantly reduce reliance on email..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7143991) MR Marc R. Digital Media Strategist > "I find some of the new updates to not be communicated efficiently enough and then my dashboards and To-Do lists change and I have to figure out why." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134452) MR Matilda R. Communciations Coordinator > "I am able to have multiple teams with different needs under one roof but they are all able to make specific requests for their space and Wrike is able to accommodate all these needs." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7136186) KK Kajol K. Campaign developer > "The interface may seem cluttered, and some advanced features require higher-tier plans, making it expensive for smaller teams." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7141731) SG Sophie G. Head of Customer Marketing > "Overall, Wrike has streamlined our creative workflows with its robust request forms and built-in proofing, even though its complex interface initially caused some friction in team..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7132876) MW Marissa W. Director, Sea Production > "Along with the positive of Wrike having a ton of features, this can also be a negative because onboarding new people into our organization and getting them to learn the platform can be..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7137265) RR Ryan R. Marketing Manager > "Once my team members and I realized that our best approach was to define a process for our company and use Wrike to support that process, Wrike increased our productivity, accuracy,..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134239) DS Daniel S. Manager, Marketing Technology > "For example an events team cannot see what projects are due or critical milestones for those projects compared to other projects." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7137880) VC Valerie C. Associate Director Creative and Brand > "It's an incredible tool that allows you to customize workflows for various teams to collaborate and work together towards goals." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134447) SpT Stéphanie T. Trade marketing manager > "sometimes it happens that files are not saved directly after the work is done and need to be uploaded but it doesn't happen regularly to be honest." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7132710) VR Verified Reviewer Admin > "It’s a reliable and feature-rich platform that enhances team collaboration and project visibility. Once you get familiar with it, it becomes a highly effective tool for managing projects..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7145872) SB Shubam B. Analyst > "I also noticed occasional performance issues—like slower load times when dealing with larger projects or complex dashboards." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7137670) VR Verified Reviewer Senior Manager > "the easily collaboration with multiple access types combined with secutity access definitions helped in multiple users across organization to contribute as per their roles." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7150154) VR Verified Reviewer Senior project manager > "Can’t personalise to the level id like - tickets not raised by yourself can’t be tracked & expensive license." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7081945) RR Rafia R. Graphic Designer Visual Branding > "Wrike provides a more structured way to manage projects, which helps when coordinating multiple tasks and deadlines across the team." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7113669) SR Sankalp R. Senior Software Developer > "I understand it's very specific use case but initially we did have to face problems because of this between the client requirement and the tool's capabilities." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7142624) SU Shigeki U. VP > "It provided strong visibility into task ownership, status, and timelines, and also worked well for collaboration with external partners, not just internal teams." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7133210) SB Shubam B. Analyst > "Finding certain settings or navigating between spaces isn’t always as intuitive as it could be, and it takes time to get fully comfortable." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7137670) KH Kevin H. Director of Systems - On-Site Activities > "I particullarly like the report creation features that helps us with KPI and provides visibility of our current status to the team." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134704) JA Jessica A. Marketing Manager > "Sometimes the search tool can be a little difficult to find past projects and files." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7136235) SW Sarah W. Directions of Retail > "I’ve really enjoyed Wrike and our company uses it daily to keep track of strategic initiatives, department initiatives and I even use it to track some personal things!!" [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7133528) KW Katherine W. Project Manager > "The dashboards could be useful, but often take so long to populate that I lose interest and find the info a different way." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7124495) SU Shigeki U. VP > "Its ability to coordinate work across a wide group of internal stakeholders and external partners was a major strength. While there is a learning curve, it delivers strong value once..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7133210) JJ Jules J. Graphiste > "Also, the free plan is quite limited, and some reporting tools feel a bit clunky compared to competitors." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7136599) AS Aaron S. Graphic Designer > "Wrike is a solid project management tool that helps keep creative projects organized, especially when working with multiple teams at the same time." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7077836) John S. Director, Academic Innovation Media > "There isn't much to dislike about Wrike, but if I had to pick something, it would be that projects and tasks display differently depending on how you navigate to them." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7136317) KK Kajol K. Campaign developer > "The productivity features like task assignments, due dates, and dependencies keep the whole team on track without constant check-ins." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7141731) JR Jayasri R. Campaign specialist > "There are also occasional bugs and issues, like minor glitches or slow performance." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7137658) David S. Project Manager > "I appreciate the ability to tailor workspaces, statuses, and fields to match my team's specific operational needs, whether it’s organizing product specific programs, Consulting Services,..." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___6857171) SF Sarah F. Marketing Technologist > "It's easy to get lost in configuration of the tool, the learning curve to becoming an expert admin and setting up good governance is steep and takes time." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7135551) MF Maddy F. Coordinator > "The task tracking and project organization features make it easy to see who is responsible for what and when things are due, which is critical in a fast-paced environment." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134464) TE Taryn E. Creative Manager > "When managing a large number of tasks, it can sometimes be difficult to quickly get to the core of the communication." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7133040) SS Stefano S. Product manager > "We can create custom workflows that actually match our team's unique processes rather than being forced into a "one size fits all" structure." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7149515) LD Lokesh D. Technical Manager > "The interface can also feel cluttered when managing multiple projects." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7135085) KW Katherine W. Project Manager > "Managing our clients and projects in Wrike works really well for our team and helps ensure that projects are well planned and nothing falls through the cracks." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7124495) LP Lauren P. VP, Sea Production > "For example, if everyone creates tasks their own way or names things differently, things can get messy fast." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134514) VR Verified Reviewer Creative Projects Manager > "I like that Wrike gives us one place to manage incoming requests, track projects, and keep communication tied to the work." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7138044) VH Vontavius H. Chief Executive Officer > "It doesn’t have enough features on the free version to compete with platform such as Asana" [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7113161) TE Taryn E. Creative Manager > "It gives me clear visibility into timelines, priorities, and team workloads, which makes it much easier to keep projects on track." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7133040) LD Lokesh D. Technical Manager > "The biggest frustration is the steep learning curve for new team members it takes time before people feel confident using it independently." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7135085) AD Ann D. Project Manager > "Organizing and managing multiple project had been a challenge in our organization. Since the deployment of Wrike, we are able to manage projects with ease." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7092446) SS Stefano S. Product manager > "Also, the interface can feel crowded, especially on smaller laptop screens." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7149515) GK Ghassen K. Generative AI Instructor > "Wrike has project visualization dashboards and reports which allow us to achieve a clear overview of our projects activities making it easy to track our progress." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___6848156) SA Sarah A. Marketing Exec > "I don't really use the information in the dashboard section so I find that area a little cluttered." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134186) LR Laura R. Marketing Communications Specialist > "The workflow and process management capabilities have helped us bring structure to projects that previously relied on scattered spreadsheets and email threads." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7135953) MR Matilda R. Communciations Coordinator > "My least favorite thing about Wrike would be the lack of function mobile apps/views." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7136186) GK Ghassen K. Generative AI Instructor > "Wrike has a collaboration workspace fitted with outstanding team communication features which allows us to easily share information and work together on our projects." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___6848156) VR Verified Reviewer Senior Project Specialist > "There is nothing in particular that I didn't like about Wrike. Once there was a bug when I didn't get notifications or got them with delays." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7088933) MM Molly M. Marketing Specialist > "I like my ability to easily organize a large volume of projects, making it a seamless process for finding necessary tasks." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134624) MR Matilda R. Communciations Coordinator > "I find that there are lots of bugs and it doesn't work the same way it does on desktop." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7136186) FB Fabio B. Digital Planner > "What I like most is definitely the ability to see, step by step and in real time, what a colleague is doing on a particular task, including the time they expect to spend on it." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7137619) SS Stefano S. Product manager > "For smaller teams or simple projects, Wrike can feel like "too much software."" [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7149515) JD John D. VP, Customer Engagement > "Real‑time visibility into tasks, dependencies, and workloads improves accountability and makes it much easier to spot issues early." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7136781) SH Suhail H. QA Member > "A stream of notifications can clutter the interface, making it more difficult to concentrate on an urgent QA at peak activity production cycles." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___6780625) RR Ryan R. Marketing Manager > "Wrike offers a robust set of tools that allow me to implement and maintain processes for my organization." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7134239) AL Amber L. Discharge Planner > "Apart from lack of offline access feature, I have nothing else that I dislike when using Wrike to streamline PPM processes." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___6884212) KK Kajol K. Campaign developer > "It keeps everything organized and the productivity features just work task assignments, due dates, dependencies, all smooth." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___7141731) JN Josh N. Realtor > "In addition, the configuration of the custom fields is very limited, so this makes me work with just enough and I do not feel that I have total freedom of customization." [See full review](https://www.capterra.com/p/76113/Wrike/#Capterra___6571063) [View Reviews](https://www.capterra.com/p/76113/Wrike/reviews/) SF Susana F. Client Relationship Manager > "The “keep-in-touch” system is extremely smart — subtle reminders, meaningful templates, and helpful automations that make your outreach..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084895) SM Shaun M. Producer > "For someone managing multiple client segments, commercial lines versus personal lines, workers' comp clients, or prospects at different..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) JC Justin C. Financial Planner > "My intent was to use it mostly for existing client communications, as I was not planning on growing my business anymore, but the great..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084181) BI Brittany I. Personal Lines Manager > "Sometimes we schedule out renewal emails too far in advance, and if someone makes a change or leaves our agency, that email still goes..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084025) SM Shaun M. Producer > "Overall, Levitate delivers where it matters most, combining powerful automation with genuine human support to help you stay connected..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) SM Shaun M. Producer > "This becomes particularly problematic when you're trying to segment your book by coverage type, renewal dates, or other..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) AM Andrew M. AGENT OWNER > "Our rep at Levitate has been great with content creation and reviewing with us on a quarterly basis to make sure we are reaching our..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084063) MT Mario T. President > "I have clients that request to be removed at times, and there is no follow-up notice to let them know they've been removed." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084247) SM Shaun M. Producer > "This automation ensures nothing falls through the cracks during that critical onboarding period when clients form their lasting..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) CC Cassidy C. Media Relations Manager > "We used Constant Content before, and trying to get in touch with a person was next to impossible. When we did get in contact, we were..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084036) MW Michael W. Owner > "The ability to modify really great existing templates and the amount of the templates to choose from is paramount to successful..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084924) VR Verified Reviewer Director of Operations > "One of the downsides of Levitate is that its learning curve can be a bit steep for new users, especially those unfamiliar with email..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6632766) AA Amy A. Firm Manager > "Levitate has been a great platform, the content creation, all of the great templates, the different marketing platforms are really..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084007) Trista M. Marketing and Licensed Agent > "I also wish there was a way to have a folder for just templates you created for your own use as sometimes it can be a headache trying..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629962) Destiny D. insurance agent > "The platform makes it simple to stay in touch with clients in a personalized way, and the customer support team is responsive and..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084194) CA Cassandra A. VP Communication > "Levitate has limitations that could be fixed but have not been addressed despite opening tickets." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084028) JB John B. Attorney and Owner > "With solid security, thoughtful content tools, and useful analytics, it delivers a balanced and effective relationship-marketing..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084182) IW Ishaiaih W. OFFICE ASSISTANT > "The texting feature is not included." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7090282) LH Louise H. Personal Lines Insurance > "We enjoy using it to help insureds by connecting with them automatically during important times of their policy period" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085233) JD John D. Lawyer > "It is rather expensive and all the emails they send clients are not personalized." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7055725) AC Arthur C. Partner and Owner > "We do not have to think much when setting up a campaign for email or social media - the platform does it all and the quality of the..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084171) VR Verified Reviewer Director of Operations > "Additionally, the pricing structure might not be the most cost-effective for smaller businesses or those just starting to scale, as..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6632766) ED Emily D. Office Manager > "My team never have to worry about missing things and customers can schedule appointments with our team for any of their needs." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7097818) AV Alicia V. Relationship Manager > "Blanket cost even though we can't use some of the services." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085356) SV Stephen V. Associate agent > "The templates and curated content help alleviate any learning curve that might be normal for starting this sort of program." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084654) LD Lauren D. Marketing Coordinator > "Sometimes figuring out how the email will be sent and formatted can be an issue if you are sending an email out with tabs or spaces." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629757) CH Chad H. Advisor > "We have seen amazing open rates, and the Google review option has shot our amount of reviews way up." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084023) LS LESLIE S. Self Employed > "My team had an issue where others are able to see each others book of business, and emails were sent to wrong clients." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6630678) CP Christine P. Office Administrator > "We enjoy Levitate when we send out bulk messages to clients and get a large number of responses. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084039) AB Andrew B. Managing Attorney > "It's not the most compact and accessible user interface." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084002) SF Susana F. Client Relationship Manager > "It keeps everything organized, reduces mental load, and honestly makes you look way more thoughtful and intentional with your clients." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084895) AP Anne P. Owner > "The price goes up every year, just like everything in the market. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084072) AA Aaron A. Executive Director > "This product has helped us to centralize our communication and evaluate better how people are consuming our messaging." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7083714) MB Moira B. Agent and Marketing Coordinator > "Sometimes there are errors when pulling information from our AMS - even when double-checking data." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629853) BS Britney S. Insurance agent > "Levitate has helped us keep in touch with our current clients, bring back old clients due to great marketing." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084021) CD Christopher D. Life and Annuity Sales Development > "The inability to copy and paste graphics into email body" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6628082) SM Shaun M. Producer > "The automated touchpoint sequences are a game-changer for post-sale client experience." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) HY Hannah Y. Account Manager > "We tried to send a text to clients before the storm and some of them received the message days after the storm and they were mad about..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6630850) LO Lewis O. Owner > "Levitate generates quality, relevant content and makes tracking ROI straightforward." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084239) MC Michael C. Owner and Advisor > "Sometimes things seem a little complex. And the reminders about “losing touch” with people are not very helpful because not every..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629819) CA Cassandra A. VP Communication > "Customer service, overall, has been responsive and working with levitate has been easy and opened doors to functions I needed without..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084028) BI Brittany I. Personal Lines Manager > "Nothing worth making a fuss about, but probably one of the main "issues" we've ever run into." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084025) DV Dominique V. Sr Manager Grants and Impact > "Viewing if clients have opened emails or not is probably my favorite feature." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084091) SV Stephanie V. Outreach and Volunteer Coordinator > "I want to use the social media functions, but can't figure out how to tag organizations." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6628074) RC Roseann C. CEO > "Scheduling out all the posts for a couple moths, especially during the holidays was a game changer." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7089142) NAP Nancy Allison P. broker > "We share an account with the agency and so I have a hard time figuring out how to email only my clients" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6630808) MT Mario T. President > "Service checks all boxes we need for on-line marketing at this time." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084247) DK Dave K. Owner > "Hard to track all the acts that go to spam, hard to know daily who got what" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629269) CB Cory B. President > "As a business owner, Levitate frees up my time and makes sure to consistently be engaging clients on my behalf." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084054) BF Brandie F. Marketing Strategist > "Analytics has not met my expectations." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085555) BF Brandie F. Marketing Strategist > "Overall, Levitate helps us achieve our goal of getting our clients to open our emails." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085555) MS Megan S. Insurance Agent > "If I have to have a complaint, it would be sometimes it can be hard to delete the old policy." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629786) CP Christine P. Office Administrator > "Our clients enjoy our holiday and birthday check ins, and I love the affordability of Levitate." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084039) DJ Daniella J. Marketing Coordinator > "HTML formatting can be weird with outlook, so just not the best experience in that regard." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6627858) AJ Andra J. CEO > "There are many features that have helped our small org do larger things with less manpower" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084015) KI Kegan I. President > "The learning curve is the worst part." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084205) VR Verified Reviewer President > "Reduces time with relevant industry content creation for both newsletters and social media posts. But gives me the freedom, when I have..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629999) JD John D. Lawyer > "It was very expensive considering the poor results." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7055725) JB John B. Attorney and Owner > "Levitate AI is a strong choice for businesses that value meaningful communication over mass outreach." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084182) AS Alex S. Owner and Financial Planner > "The only things we aren’t using is the appointment management." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629211) MV Michele V. Office Manager > "The content calendar is my favorite feature of Levitate. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7089096) HY Hannah Y. Account Manager > "I don't love how long it takes to send text messages out." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6630850) KF Kirk F. Owner > "I love that there is a lot of premade content that is relevant to the insurance industry as well as compliant. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084227) CR Carol R. Agent Broker > "One issue with too many emails going out at once. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6437766) SC Steven C. President > "I think it is a great vehicle for reaching out to my clients through out the year and hope to get even more proficient at it this year." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085430) RM Regina M. Digital Marketing Specialist > "I have to do a lot of manual maintenance because of this." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629867) AA Amy A. Firm Manager > "sensitive content hidden\] is awesome and always makes himself available when I need him, and you truly can’t beat the cost, you..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084007) CA Cody A. Vice President of Sales and Marketing > "This is hard maybe controlling users with the team" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6627984) LV Lane V. Marketing, Special Events Director > "We’ve sent several email blasts to our donors, and I believe that because of the seamless branding that makes it appear that our emails..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6627974) MP Myrthelonge P. Marketing Coordinator > "Levitate has some API issues that must be implemented to continue competing with the leading platforms." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6103590) EW Elizabeth W. Registered assistant > "I have enjoyed getting to learn other areas that Levitate can make our interactions with our clients easier." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084124) JB John B. CPA Owner > "It was delayed because of an unusual computer problem which took Microsoft 35 hours to correct over several months. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6093117) AT Allen T. President > "Using a CRM that works with you to ensure the content is what you want going to your customers and is 'key' to being 'top of mind' with..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6628101) ME Mallory E. Administrative Assistant > "This platform doesn't currently integrate with Saleforce. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6090914) AK April K. Legal Assistant > "Working with Levitate's sales, support, and customer service teams has been an absolute pleasure." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084219) AA Ashley A. Attorney > "I will not be able to afford it next year." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6087113) IW Ishaiaih W. OFFICE ASSISTANT > "I like the templates and how AI is incorporated to make it easier." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7090282) TW Terrie W. Agency Owner > "There is an issue that has me getting 11 emails everyday telling me that a report was unable to complete?" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___3442490) CF Carly F. Director of Digital Marketing > "Makes sending out mass emails much easier and more efficient." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084014) LM Lee M. Broker > "sometimes have difficulty when performing tasks on my own" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___3442623) [View Reviews](https://www.capterra.com/p/211147/Levitate/reviews/) ## User interface 4.37 (2,988) [Levitate](https://www.capterra.com/p/211147/Levitate/) 4.83 (333) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Access Controls/Permissions 207 Important Activity Dashboard 150 Important Agile Methodologies 120 Important Wrike Top features 49/50 - Access Controls/Permissions - Activity Dashboard - Agile Methodologies - AI Copilot - Alerts/Notifications - API - Availability Management - Billing & Invoicing - Budget Management - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Feedback Management - File Sharing - Forecasting - Gantt/Timeline View - Generative AI - Idea Management - Issue Management - Kanban Board - Key Performance Indicators - Milestone Tracking - Mobile App - Multi-Channel Communication - Multiple Projects - Portfolio Management - Predictive Analytics - Prioritization - Productivity Analysis - Project Planning/Scheduling - Recurring Tasks - Remote Support - Reporting/Project Tracking - Resource Management - Risk Management - Tagging - Task Management - Testing/QA Management - Third-Party Integrations - Time & Expense Tracking - Traditional Methodologies - User Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/76113/Wrike/#features) Levitate 9/50 - Access Controls/Permissions - Activity Dashboard - Agile Methodologies - AI Copilot - Alerts/Notifications - API - Availability Management - Billing & Invoicing - Budget Management - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Feedback Management - File Sharing - Forecasting - Gantt/Timeline View - Generative AI - Idea Management - Issue Management - Kanban Board - Key Performance Indicators - Milestone Tracking - Mobile App - Multi-Channel Communication - Multiple Projects - Portfolio Management - Predictive Analytics - Prioritization - Productivity Analysis - Project Planning/Scheduling - Recurring Tasks - Remote Support - Reporting/Project Tracking - Resource Management - Risk Management - Tagging - Task Management - Testing/QA Management - Third-Party Integrations - Time & Expense Tracking - Traditional Methodologies - User Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/211147/Levitate/#features) ### Recognition Wrike is recognized as a top-rated tool in 4 Capterra Shortlist reports No recognitions have been awarded to Levitate ### Deployment & support Wrike Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Levitate Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Wrike - By Wrike - Located in United States - Founded in 2007 Levitate - By Real Magic - Located in United States - Founded in ## 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